If it’s contrarian “sell” signals you’re after, you could do a lot worse than professional
Category: Markets
‘Evil, Clever Things’
Goldman Sachs. What can you say about it? A lot! If you’re David Solomon, you’ll say
Bank of America Still Going Concern, Q3 Results Suggest
Bank of America’s still a going concern, if you had any doubts. I mean, banks
History Doesn’t Support Cash-To-Stocks Rotation Narrative
Will record-high money market fund AUM be deployed into equities now that the Fed’s cutting
China Stimmy Flows And SPX 6666
Investors put nearly $40 billion to work in global equities over the last week. The
JPMorgan Tops Estimates As Dimon Stares Down ‘Treacherous’ World
Jamie Dimon’s hoping for the best, but as ever, his bank’s prepared for the worst.
Prepping The Pause
If nobody else gets it, Raphael Bostic does. Four hours or so after BLS data
Are America’s Magnificent Mega-Caps Losing Their Luster?
Are they tired of tech? I suppose it depends on who “they” are and also
Promises, Promises
At the September FOMC meeting, “many” Fed officials said the rekindled inflation impulse observed over
Chinese Stocks Crash On Botched Stimmy Reveal
If at first you don’t succeed. Beijing on Wednesday said Finance Minister Lan Fo’an will
Dollar Questions
Ahead of this week’s crucial US CPI report, and with America’s jobs market and service
Zheng’s Epic Fail
If Chinese equities were an instantaneous barometer of Zheng Shanjie’s success in communicating the Party’s
Why Not Be Bullish?
The prospects for rapid, deep Fed cuts are diminished following last week’s dramatic upside US
Moment Of Truth Looms For Historic China Rally
If you’re curious as to how committed officials in Beijing really are to the stimulus
Market’s CPI Fixation Returns After Hot US Jobs Report
Needless to say, the marquee macro release this week is the September US CPI report.
Goldman Officially Raises S&P Target
Goldman’s David Kostin has seen enough. I won’t bury the lede: The bank’s new official
Release The Hawks?
There’s good news and bad news if you’re Jerome Powell. The good news is, the
So… What Now?
Needless to say, the US rates complex reacted — and I’m searching for the right
For US Stocks, A ‘Spooky’ October. Sky’s The Limit After That
Goldman’s Scott Rubner is worried. About two things. First, he’s worried he might not be
FOMO Charts From China’s Black Swan Rally
The sense of “FOMO” in China is “increasing.” So said Goldman’s Scott Rubner on Monday,
In China, ‘It’s Absolutely Insane’
Chinese equity investors are an excitable lot, God bless ’em. And international investors were woefully
Jobs And Jay
It’s the first week of a new month and you know what that means: Top-tier
Peace To War, Bonds To Commodities
Bonds. Where to from here? US Treasurys are on track for a second straight annual
The ‘Bubble Dream’
What’s not to like? If you’re well-off, reside in an advanced economy and aren’t bothered
In China, Raging Bull
It was a blockbuster week for Chinese equities. An out-and-out barnburner. On Friday, mainland shares
Get In, Comrade. We’re Going To Hell
Fool me once… Hong Kong-traded Chinese shares rose for a 10th consecutive session on Thursday.
Albert Edwards Sees ‘Crisis’ Brewing In Rock-Bottom Saving Rate
A few days ago, SocGen’s head of US equity strategy, Manish Kabra, officially upgraded US
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